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Orca Wealth Management, LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orca Wealth Management, LLC on CGDV, newest first. How the timeline and the estimate are built.

Orca Wealth Management, LLC held 52,470 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,470 shares
    Change vs previous 13F +86 shares

    1.55% of the 13F portfolio, value $2,585,706.

    13F-HR 0002043765-26-000002 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,384 shares
    Change vs previous 13F -659 shares

    1.59% of the 13F portfolio, value $2,228,412.

    13F-HR 0002085853-26-000478 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,043 shares
    Change vs previous 13F -1,032 shares

    1.71% of the 13F portfolio, value $2,384,067.

    13F-HR 0002085853-26-000215 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,075 shares
    Change vs previous 13F +117 shares

    1.72% of the 13F portfolio, value $2,272,765.

    13F-HR 0002085853-25-000270 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,958 shares
    Change vs previous 13F +595 shares

    1.79% of the 13F portfolio, value $2,130,786.

    13F-HR 0001667731-25-000916 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,363 shares
    Change vs previous 13F -418 shares

    1.7% of the 13F portfolio, value $1,901,861.

    13F-HR 0001667731-25-000609 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,781 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,896,309.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).